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Natural Resources/The Global Demographic Tailwind

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Last Post: 4/27/2017 3:46:14 PM - Followers: 164 - Board type: Free - Posts Today: 13

In many nations, a middle class is emerging for the first time in
history
. Companies who satisfy the demands of these consumers ought
to have better prospects in the coming years than companies who don't.
Natural Resources / The Global Demographic Tailwind
is a forum for investment ideas based on the above premise.


World map with country area proportional to population

PostSubject
#14726  Sticky Note CLF is a dog...CEO is a whacko. It's DewDiligence 04/27/17 03:46:14 PM
#14712  Sticky Note Global oil discoveries fell to record lows in DewDiligence 04/26/17 08:19:55 PM
#14707  Sticky Note CAT has as many lives as a cat: DewDiligence 04/26/17 11:40:42 AM
#14692  Sticky Note US to impose 20 pct tariffs on Canadian biotech_researcher 04/24/17 09:30:10 PM
#14613  Sticky Note Oil-price forecasts all over the map—complicating factor is shale: DewDiligence 04/12/17 09:44:29 AM
#2768  Sticky Note The Rising Influence of Rising Affluence DewDiligence 05/28/11 02:46:24 PM
#14726   CLF is a dog...CEO is a whacko. It's DewDiligence 04/27/17 03:46:14 PM
#14725   CLF is a dog and the CEO is beigledog 04/27/17 12:13:21 PM
#14724   CLF's operating mines are in good shape and DewDiligence 04/27/17 12:05:13 PM
#14723   Where do you think CFL sits as far jbog 04/27/17 11:54:43 AM
#14722   and even those that know, frequently dont recognize OakesCS 04/27/17 11:43:18 AM
#14721   There are two issues. The first I nowlurking 04/27/17 11:41:46 AM
#14720   CLF -12% on 1Q17 results—but full-year results will DewDiligence 04/27/17 11:41:35 AM
#14719   US residents sometimes take it for granted that DewDiligence 04/27/17 11:26:40 AM
#14718   WFM—That's not gonna happen, IMO (eom). DewDiligence 04/27/17 11:24:14 AM
#14716   while there are many potential shale resources outside OakesCS 04/27/17 11:13:03 AM
#14715   Maybe Wall Street is trying to prime the DewDiligence 04/27/17 11:09:52 AM
#14714   The methodology of counting only conventional oil discovery nowlurking 04/27/17 10:58:25 AM
#14713   Whole Foods to place satellite markets inside Target stores? wow_happens28 04/26/17 10:43:48 PM
#14712   Global oil discoveries fell to record lows in DewDiligence 04/26/17 08:19:55 PM
#14711   Bear in mind that 3M generates about 2/3 DewDiligence 04/26/17 11:53:32 AM
#14710   It's going to mayhem if Trumps Corporate Tax jbog 04/26/17 11:51:43 AM
#14709   HES +3% on 1Q17 results—but the stock is DewDiligence 04/26/17 11:51:10 AM
#14708   3M hits all-time high—raises 2017 guidance: DewDiligence 04/26/17 11:46:31 AM
#14707   CAT has as many lives as a cat: DewDiligence 04/26/17 11:40:42 AM
#14706   ABT launches line of post-surgery nutrition products: DewDiligence 04/26/17 11:18:32 AM
#14705   MCD hits all-time high on 1Q17 results: DewDiligence 04/26/17 11:14:00 AM
#14704   TSN acquires APFH for $4.2B in cash—a 32% premium: DewDiligence 04/26/17 11:06:29 AM
#14703   KO continues cost-cutting—plans layoff of 1,200 white-collar jobs: DewDiligence 04/26/17 11:02:06 AM
#14702   Canadian softwood-lumber exports in 2016 went to: US DewDiligence 04/26/17 10:50:36 AM
#14701   New pipeline undercuts “Bakken by rail,” says Reuters: DewDiligence 04/26/17 10:36:21 AM
#14700   avg platinum concentrations in siderophillic asteroids are only OakesCS 04/25/17 01:44:34 PM
#14699   Background on the softwood-lumber tariff: DewDiligence 04/25/17 01:26:07 PM
#14698   "caveat emptor" very much so. Seems countries nowlurking 04/25/17 11:36:25 AM
#14697   my bad, you're correct. the $2T was for OakesCS 04/25/17 10:25:36 AM
#14696   I understood the $2T is the value whole jbog 04/25/17 10:20:15 AM
#14695   but the 260 billion barrels is total reserves OakesCS 04/25/17 10:15:38 AM
#14694   WY's action is confusing. The tariff varies jbog 04/25/17 10:07:32 AM
#14693   WY -1.6%—investors were evidently expecting a >20% DewDiligence 04/25/17 09:52:33 AM
#14692   US to impose 20 pct tariffs on Canadian biotech_researcher 04/24/17 09:30:10 PM
#14689   It's very hard to value because the Government jbog 04/24/17 04:51:08 PM
#14688   WFM up again on buyout inquiry from Albertson's: DewDiligence 04/24/17 04:29:32 PM
#14687   Saudi Aramco has $500B “valuation gap”: DewDiligence 04/24/17 04:25:43 PM
#14686   Merged BDX-BCR will have >$1B sales in China: DewDiligence 04/24/17 01:46:29 PM
#14685   ABT's growth expectations in China by business segment: DewDiligence 04/23/17 06:09:40 PM
#14684   I expect Jeff Immelt's reign at GE is biotech_researcher 04/23/17 10:53:58 AM
#14683   GE’s 1Q17—more of the same: DewDiligence 04/22/17 12:57:03 PM
#14682   Border-adjusted US-corporate tax is apparently out (thankfully, IMO): DewDiligence 04/21/17 05:14:14 PM
#14681   Some nice photos in that article, but the DewDiligence 04/21/17 05:11:06 PM
#14680   U.S. Farmers, Who Once Fed the World, Are biotech_researcher 04/21/17 05:01:03 PM
#14679   In a familiar pattern…China has oil-refining overcapacity: DewDiligence 04/21/17 03:18:41 PM
#14678   WFM hits 21-month high on creeping recognition of DewDiligence 04/21/17 02:53:09 PM
#14677   CLB CC addendum: All told, CLB is pretty DewDiligence 04/21/17 02:41:06 PM
#14676   CLB CC notable: Recoveries from tight-oil formations currently DewDiligence 04/21/17 02:38:54 PM
#14675   Law of Unintended Consequences strikes again: DewDiligence 04/21/17 11:16:03 AM
#14674   CLF acknowledges Section-232 action—in typical Lorenco Goncalves style: DewDiligence 04/20/17 07:12:40 PM
PostSubject